mojo_dialer
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision | Next revision Both sides next revision | ||
|
mojo_dialer [2019/06/07 20:27] benn |
mojo_dialer [2019/06/07 20:31] benn |
||
|---|---|---|---|
| Line 5: | Line 5: | ||
| ===== Setup ===== | ===== Setup ===== | ||
| - | You can set set up the integration from the [[https://leads.realgeeks.com/settings/third_party_integration|third party settings page]] **Each agent** in your lead manager must **set this up themselves** in order to send leads to their calling groups. | + | You can set set up the integration from the [[https://leads.realgeeks.com/settings/third_party_integration|third party settings page]] |
| + | |||
| + | **Each agent** in your lead manager must **set this up themselves** in order to send leads to their calling groups. | ||
| Multiple CRM users can be connected to a single Mojo account, but you must create an agent in Mojo for each user. Each agent in Mojo will only support one CRM user. | Multiple CRM users can be connected to a single Mojo account, but you must create an agent in Mojo for each user. Each agent in Mojo will only support one CRM user. | ||
| Line 17: | Line 19: | ||
| Click on Settings > Third Party Integrations > Setup (Next to Mojo) | Click on Settings > Third Party Integrations > Setup (Next to Mojo) | ||
| - | {{:undefined:untitled.png|}} | + | {{:undefined:untitled.png?600|}} |
| + | |||
| + | This will bring you to a sign in page. Please use the Email and Username associated with your Mojo User. | ||
| + | |||
| + | {{:mojo_sign_in.png?400|}} | ||
| + | |||
| + | Sign in with the username and password associated with your agent account. These are chosen when the agent is created in Mojo. | ||
| + | {{:mojouser.png?600|}} | ||
mojo_dialer.txt · Last modified: 2020/05/28 21:04 by michaels
Page Tools
